Aevitas Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-117
| Closed | -$40K | – | 235 |
|
|
2019
Q1 | $40K | Hold |
117
| – | – | 0.04% | 204 |
|
|
2018
Q4 | $35K | Hold |
117
| – | – | 0.04% | 207 |
|
|
2018
Q3 | $43K | Hold |
117
| – | – | 0.04% | 213 |
|
|
2018
Q2 | $42K | Hold |
117
| – | – | 0.04% | 212 |
|
|
2018
Q1 | $40K | Hold |
117
| – | – | 0.04% | 196 |
|
|
2017
Q4 | $40K | Buy |
+117
| New | +$40K | 0.04% | 201 |
|